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CHAPTER 1 Preface 1
Use Online Help 1
Related Documentation 1
Obtain Documentation and Submit a Service Request 1
CHAPTER 2 Introduction 3
Introduction 3
Manager Assistant Overview 3
Shared-Line and Proxy-Line Modes Overview 4
Use Manager Assistant in Shared-Line Mode 4
Use Manager Assistant in Proxy-Line Mode 5
Identify Mode on Managers Phone 5
Identify Mode on the Assistant Console 5
Supported Platforms 6
Support for Other Languages 6
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CHAPTER 1
Preface
Use Online Help, page 1
Related Documentation, page 1
Obtain Documentation and Submit a Service Request, page 1
Related Documentation
For more information, see the Cisco Unified IP Phone documentation at this URL:
http://www.cisco.com/en/US/products/hw/phones/ps379/tsd_products_support_series_home.html
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Preface
Obtain Documentation and Submit a Service Request
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CHAPTER 2
Introduction
Introduction, page 3
Manager Assistant Overview, page 3
Shared-Line and Proxy-Line Modes Overview, page 4
Identify Mode on Managers Phone, page 5
Identify Mode on the Assistant Console, page 5
Supported Platforms, page 6
Support for Other Languages, page 6
Introduction
The Cisco Unified Communications Manager Assistant application (called Manager Assistant) provides
call-routing and other call-management features to help managers and assistants handle phone calls more
effectively.
Assistants and managers can experience large phone-call volumes from inside and outside the Cisco Unified
Communications Manager IP Phone network. A maximum of 3500 assistants and 3500 managers (7000 total
users) can be configured within a Cisco Unified Communications Manager network.
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Shared-Line and Proxy-Line Modes Overview
Assistant ConsoleAssistants can use this application on their computers to perform most Manager
Assistant features:
Place, answer, transfer, put on hold, end, divert, or add conference participants to a call
Monitor a managers call activity and feature status
Enable or disable manager features
Configure manager features
Note Note that before you begin using the Manager Assistant, you need to identify which mode your system
administrator chose. To do this, check the Manager Settings application screen:
Shared-line modeOnly the Do Not Disturb option appears on the screen.
Proxy-line modeMultiple options appear on the screen.
These Manager Assistant features do not apply in the shared-line mode. The assistant cannot see or access
these call features on the Assistant Console application:
Assistant Selection
Assistant WatchThe managers phone does not have this softkey.
Call FilteringThe managers phone does not have this softkey.
Divert AllThe assistants and managers phones do not have this softkey.
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Use Manager Assistant in Proxy-Line Mode
If you see multiple icons in the status window of the LCD display, you are using Manager Assistant in the
proxy-line mode. See the following figure.(The icons are black and white on some Cisco Unified IP Phone
models.)
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Supported Platforms
Procedure
Step 1 Log in to the Assistant Console. See Log In and Out of the Assistant Console, on page 8.
Step 2 Find the extension number adjacent to a managers name in the My Calls panel. See Use My Calls Panel, on
page 11.
Step 3 For the same manager, find the extension number adjacent to the telephone icon in the Call Details column
in the My Managers panel. See Use the My Managers Panel , on page 12.
If you cannot see a number adjacent to the telephone icon, increase the column width by clicking and dragging
the Call Details heading border.
Step 4 Verify whether the managers and assistants extension numbers are the same or different:
Extensions that are the sameShared-line mode: You can see four headings in the My Managers panel-
Manager, Intercom, DND, and Call Details.
Extensions that are differentProxy-line mode: You can see the headings that you see in the shared-line
mode and four additional headings:Divert All, Assistant Watch, Filter Calls, and Filter Mode.
Supported Platforms
IP Manager Assistant (IPMA) plugin has been tested with and supports the following operating systems:
Windows Vista
Windows 7
Windows 8.1
Windows 10
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CHAPTER 3
Get Started with the Assistant Console
Get Started with Assistant Console, page 7
Log In and Out of the Assistant Console, page 8
Explore the Console Without Assisting Managers, page 8
Use the Console with Your Mouse and Keyboard, page 16
Use the Intercom Feature From the Console, page 17
Use Keyboard Shortcuts , page 18
How You and Your Manager Use the Manager Assistant , page 19
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Log In and Out of the Assistant Console
Procedure
Step 1 To log in to the Assistant Console, enter your username and password in the Manager Assistant Log In
dialog box. (You can specify for your login information to be remembered.) The Assistant Console opens on
your desktop. You are logged in until you log off or until your online, connected, or call-control status changes
for some reason.
Step 2 To log out, click File > Exit from the menu bar at the top. If you check the Remember user ID and Password
option, you will be logged in automatically the next time that the Assistant Console is started on your computer.
If you are using a shared computer, you may want to log out of the Assistant Console by clicking File > Log
Out from the menu bar. When you log in the next time, the Assistant Console will display the Log In dialog
box instead of logging you in automatically with your username and password.
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Use Menu Bar
Your online status is visible from the status bar in the lower right corner of the console.
Procedure
Step 1 To go offline, log in as usual and click the Go Offline call-control button, which is the first icon button in the
row of icons along the top or side of your screen. (You can also choose File > Go Offline from the menu
bar.)
Step 2 To go back online, click the Go Online call-control button based on your status. You can also choose File >
Go Online.
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Use Call-Control Buttons
Consult Transfer Works like the Transfer button but enables you to
speak to the person to whom you want to transfer a
call.
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Use My Calls Panel
Depending on the number of managers that are assigned to you, you will see 1 to 33 lines in the Manager
lines section of the My Calls panel.
Each manager line contains the following:
Either your managers shared-line number or your managers proxy extension number.
The managers name.
Active call informationActive calls are represented with the following:
An animated icon indicating the status of the call (ringing, connected, or on hold)
The caller ID
A timer indicating the duration of the call
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Use the My Managers Panel
When transferring a call to a manager, you must enter the actual extension, rather than a proxy extension.
You can see a managers actual phone extension in the My Managers panel on the Assistant Console.
You cannot apply Transfer to Voice Messaging or Redirect to calls that you place or receive on your own
phone line. These features apply only to calls you receive on a managers line.
When you are using Manager Assistant in the shared-line mode, you can identify that your manager or another
assistant has answered a call when you see a double red arrow next to your managers line.
Note Alert Tone, Do Not Disturb, Divert All, Assistant Watch, Filter Calls, and Filter Mode features are
available only in proxy-line mode. My Managers Panel Display table describes the information that is
displayed under each column heading in the My Managers panel.
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Use the My Managers Panel
Filter Mode (Proxy-Line Mode Only) There are two filter modes:
InclusiveCalls that match the numbers in the
Inclusive filter are sent to the manager. The rest
are redirected to you.
ExclusiveCalls that match the numbers in the
Exclusive filter are redirected to you. The rest
are sent to the manager.
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Use Speed Dial Feature
Here are some quick ways to use your speed dial listings (without opening the speed dial menu):
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Use the Directory
To perform a blind transfer to a person in your speed dial list, drag an active call to the persons speed
dial listing.
To add a new speed dial listing, drag and drop a listing from the Directory panel to the Speed Dial
panel.
Note Th sample speed dial group and example speed dial listing are inactive. They are included
to demonstrate how speed dial information appears on the console. You can delete the
samples at your convenience.
The status bar also displays an icon to indicate if your console is set to appear automatically on your desktop
when you receive an incoming call. Click this icon to toggle the feature on and off. (It is disabled by default.)
When the feature is enabled, the icon appears darker (depressed).
You can also enable and disable this option from the Edit > Preferences menu.
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Adjust the Console Layout
An icon is located in the status bar at the bottom of your console screen. The icon appears darker (depressed)
when the feature is enabled.
Advanced Settings
Displays the location where your trace files are stored.
Traces are enabled or disabled.
Set Preferences
You can enable these two settings in the Preferences menu:
You can set the console to appear automatically on your desktop when you receive an incoming call.
See Adjust the Console Layout, on page 16
You can set your computer to launch the Assistant Console automatically when you start up your
computerTo enable the automatic startup feature, choose Edit > Preferences from the main menu
and then check the Autostart Console on computer startup check box. The Assistant Console will
launch automatically the next time that you start up your computer.
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Use the Intercom Feature From the Console
Click, right-click, and double-click console items. For example: Click the Answer call-control button.
Drag and drop console items. For example, you can drag and drop a selected call from the My Calls
panel onto the Speed Dials panel to add a speed dial listing.
Use keyboard shortcuts.
For example, you can choose from these options to answer a call:
Right-click the call in the My Calls panel and then choose Answer from the pop-up menu.
Use a keyboard shortcut.
Note You can find all of the options for performing a specific task, such as transferring a call, in Use Assistant
Console to Handle Calls, on page 21.
Procedure
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Use Keyboard Shortcuts
View Shortcuts
Procedure
Step 1 Click an item in the menu bar to display commands and shortcuts.
A keyboard shortcut is associated with most menu commands.
Step 2 Choose Edit > Keyboard Shortcuts to open the window and then select a menu command from the list to
see the associated shortcut.
Example:
For example, if you select Call > Answer in the Edit Shortcut Key window, you can see that the initial
default shortcut uses a combination of the Control key (Ctrl) and the A key (Ctrl-A).
Procedure
Step 1 Choose Edit > Keyboard Shortcuts from the menu bar
Step 2 Select a menu command from the list and press Ctrl, Shift, or Alt to assign the first part of the shortcut.
Step 3 Enter a letter or number in the Key field to assign the last part of the shortcut.
Step 4 Click Save to assign the new keyboard shortcut to the selected command.
Use Shortcuts
To use a shortcut, hold down the first key in the shortcut combination and press the second key. For example,
if you want to use the Ctrl-L shortcut to put a call on hold, hold down Ctrl and press L.
For keyboard shortcuts to work, the Assistant Console page must be the active window on your desktop.
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How You and Your Manager Use the Manager Assistant
You or your manager can customize manager features from the Manager Configuration window. To open
this window, choose Manager > Configuration from the menu bar, or right-click anywhere in a managers
row in the My Managers panel and choose Configuration.
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How You and Your Manager Use the Manager Assistant
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CHAPTER 4
Use Assistant Console to Handle Calls
Use Assistant Console to Handle Calls, page 21
Place a Call, page 21
Answer a Call, page 22
End a Call, page 22
Put Calls On Hold, page 23
Transfer Calls, page 23
Set Up Conference Call, page 23
Divert a Call to Another Number, page 24
Send a Call to a Voice-Messaging Service, page 25
Place a Call
To place a call from the Assistant Console:
Procedure
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Answer a Call
Calls originated from Assistant Console use the first physical line of the assistant phone.
Answer a Call
To answer a selected call:
Procedure
End a Call
To end a selected call:
Procedure
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Put Calls On Hold
Procedure
Transfer Calls
To transfer a call, you must answer it first. After you transfer a call, you cannot retrieve it unless the call is
transferred back to you.
Transfer calls using:
TransferRedirects the call immediately without allowing you to speak to the transfer recipient (the
person to whom you are transferring the call).
Consult transferRedirects the call after first allowing you to speak to the transfer recipient.
Direct transferConnects two calls (active calls and calls on hold) directly.
Procedure
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Divert a Call to Another Number
The Enter Number popup window appears (unless you drag the call to a listing in the Speed Dials or Directory
panel).
Step 2 Enter the conference participants phone number and click OK.
Step 3 Click the Conference button again to add the person to the call, after speaking to the new conference participant.
Use Redirect
Unlike Transfer, which requires you to specify the target with each use, Redirect sends calls to a single,
predetermined target number. You can divert a call that is ringing, connected, or on hold.
Note You cannot divert a call that you have placed or received on one of your own phone lines (rather than on
a managers proxy line).
Procedure
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Configure the Divert Target
Procedure
Step 2 In the shared-line mode, enter a phone number or office extension in the text box. Enter the number exactly
as you would dial it from your office phone.
Step 3 In the proxy-line mode, you can choose to toggle between a manager or directory number target. If you choose
the directory number option, enter a phone number or office extension. Enter the number exactly as you would
dial it from your office phone.
Step 4 Click Save.
You can also configure a divert target for your manager, which is unique from your target. For instructions,
see Configure the Divert Target for a Manager, on page 55.
You can divert a call using your Cisco Unified IP Phone. Answer the call, then press the Redirect softkey on
your Cisco Unified IP Phone to transfer the call to your divert target.
Note This feature does not apply to calls that you have placed or received on one of your own phone lines. It
applies only to calls on your managers proxy line.
Procedure
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Send a Call to a Voice-Messaging Service
Step 2 You can also perform this task from your Cisco Unified IP Phone. Answer the call and then press the TrnsfVM
softkey on your Cisco Unified IP Phone to transfer the managers call to the voice-messaging service.
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CHAPTER 5
For AssistantsUsing the Manager Assistant on
Your Phone
For AssistantsUsing the Manager Assistant on Your Phone, page 27
Log In to the Manager Assistant on Your Phone, page 28
Check the Status of Your Managers, page 30
Handle Calls and Perform Other Actions, page 31
Answer a Call Using Manager Assistant on the Phone, page 33
Configure Manager Settings, page 33
Configure Assistant Settings, page 36
Customize the Distinctive Ringing feature, page 39
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For AssistantsUsing the Manager Assistant on Your Phone
Log In to the Manager Assistant on Your Phone
Note Before you begin, you must identify which mode your system administrator chose: shared-line or proxy-line.
For more information about the modes and for which mode you are using, see Shared-Line and Proxy-Line
Modes Overview, on page 4.
Procedure
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Log In to the Manager Assistant on Your Phone
What to Do Next
If the Primary IP Manager Assistant(IPMA) service goes down, your IP Phone screen will not receive
notification about this condition. However, you will receive a Host not found Exception message when you
try to use a softkey. In this case, you must select Secondary IPMA Phone Service manually from the IP
Services menu and log in again.
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For AssistantsUsing the Manager Assistant on Your Phone
Log In to the Manager Assistant on Cisco Desktop Collaboration Experience Phones
Procedure
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Handle Calls and Perform Other Actions
Number of managers in the listEnables you to determine the number of managers quickly.
Name of managerThe names are sorted based on new call indication, change of manager status from
on hook or phone on hook.
Call-status iconThe Call Status icons on the Manager Status Screen table describes the status icons
that can appear to the left of the managers name
Proxy line of the manager
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Handle Calls and Perform Other Actions
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Answer a Call Using Manager Assistant on the Phone
Procedure
The Call Processing screen shows the originating number of the call and contains the Answer, Redirect and
TrnsfVM softkeys.
Note If you press menu items too rapidly when change the manager settings from the Assistant Console, that
manager is logged out as a security measure and the Assistant Watch window disappears. For the manager
to be logged back in, a Save operation must be executed on that particular Manager Configuration web
page.
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Configure Manager Settings
Do Not Disturb Turns off the ringer on the managers phone. This
task can be performed on a per-manager basis.
Set Divert Target The number to which calls are diverted, if the Divert
Calls field is On.
Default: Calls are diverted to the corresponding
managers phone unless another Directory Number
is configured here.
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Display Manager Settings Screen on Cisco Desktop Collaboration Experience Phones
Note If you press menu items too rapidly when you change the manager settings from the Assistant Console,
that manager is logged out as a security measure and the Assistant Watch window disappears. For the
manager to be logged back in, click Save on that particular Manager Configuration web page.
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Configure Assistant Settings
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Configure Assistant Settings
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Configure Assistant Settings
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Customize the Distinctive Ringing feature
LogOut Logs you out of the IPMA service. You must login
to the service again after you log out.
Procedure
Step 3 To change the ring type for a line, use the Navigation pad to select the line, and press the Select softkey.
Note To identify which manager proxy line on your phone is associated with a particular manager, look
at the My Calls panel of the Assistant Console. This is the area where manager proxy lines and
manager names are displayed. (A managers proxy line is the line on which you receive incoming
calls for that manager.)
Step 4 Use the Navigation button to scroll through the list of available ring types for the selected line. To hear a
sample of any ring type, select the ring type, and then press the Play softkey.
Step 5 To associate a new ring type, press the Select and OK softkeys and then press Exit.
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Customize the Distinctive Ringing feature
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For ManagersUsing Your Phone with Manager
Assistant
For ManagersUsing Your Phone with Manager Assistant, page 41
Use Your Phone with the Manager Assistant in the Shared-Line Mode, page 41
Divert and Transfer Call, page 42
Use Your Phone with the Manager Assistant in the Proxy-line Mode, page 42
Handle Calls in Cisco Desktop Collaboration Experience Phones, page 51
Use the Intercom Feature to Speak to Assistant, page 51
Mute the Ringer on Your Phone, page 52
Use Cisco Extension Mobility, page 52
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Divert and Transfer Call
Intercom capabilitiesEnables you to place intercom calls to your assistant and receive them from him
or her.
Web-based feature configurationEnables you to customize the divert target using the Manager
Configuration window. or, your assistant can configure this feature for you from the Assistant Console.
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Use the Manager Status Menu on Your Phone
Note If the system administrator changes username, preferred location, or password, then you are not logged
off. For user-ID changes, neither the manager nor the assistant is logged off when that manager's user ID
is changed. However, an assistant is logged off the assistant's phone and the Assistant Console when that
assistant's user ID is changed.
Changing Assistants
If you have multiple assistants and more than one of them is available online, you can override the automatic
selection by choosing your active assistant manually.
To see the assistant list, select item 3 from the Manager Status menu. Then you can select another assistant.
For more information on changing assistants, refer to Table 9: Manager Status Menu Items and Associated
Tasks, on page 43.
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For ManagersUsing Your Phone with Manager Assistant
Use the Status Window
The status window is not visible when you are using your phone to place or receive calls.
Press the SetWtch softkey to toggle Assistant Watch off and on.
Message Meaning
Assistant Watch - ON Assistant Watch is on but no connected or incoming
calls are being redirected to your assistant at this time.
Assistant Watch - OFF Assistant Watch is off. To set it to on, press the
SetWtch softkey.
Call from followed by caller ID An incoming call was redirected to your assistant and
is currently ringing on your assistants phone. You
can intercept the call now.
Caller ID and a timer The assistant answered the incoming call. The timer
begins when the assistant answers, or otherwise
handles, the call.
Note The icons for the Cisco Unified IP Phones with black and white LCD screens are the same as for the
phones with colored screens, except as noted in the table.
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Feature Description
Assistant Available The assistant icon resembles a person and is located
on the left side of your status window. The icon
indicates that an active assistant is ready to take your
calls.
Do Not Disturb Disabled A bell indicates that the feature is off (ringer is
enabled).
To enable/disable the DND feature and turn your
ringer on or off, press the DND softkey.
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Use the Status Window
Feature Description
Divert All Disabled A crossed-out arrow deflected by a barrier indicates
that the feature is off (calls are being directed to your
phone).
To enable/disable the Divert All feature, press the
DivAll softkey. The initial default target for this
feature is your selected assistant. You can change the
target from the Manager Configuration window.
Use the Status Window for Cisco Desktop Collaboration Experience Phones
The status window is not visible when you are using your phone to place or receive calls.
Note Do Not Disturb and Set Assistant Watch softkey options are not available on Cisco Desktop Collaboration
Experience Phones.
Table 12: Message Status Icons on the Cisco Desktop Collaboration Experience Phones
Feature Description
Assistant Available The assistant availability is displayed using the name
of the assistant.
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Configure Alert Tone for Incoming Calls
Feature Description
Call Filter On To toggle the filter off and on, select Filter from the
Manager Status menu. You can configure call
filtering from the Manager Configuration window.
Call Filter Off To toggle the filter off and on, select Filter from the
Manager Status menu. You can configure call
filtering from the Manager Configuration window.
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Intercept the Call Ringing on the Assistants Phone
Procedure
The alert tone does not play for incoming calls in these instances:
The alert tone for your phone is turned off from the assistants phone or the Assistant Console.
The Assistant Watch feature is off.
You set calls to redirect to your assistant automatically.
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Transfer a Call to Voice-Messaging Service
DivAll applies to all of your lines that your assistant can manage, not calls that your assistant cannot access
or calls that you receive on an intercom call.
The DivAll and Redirect features share the same divert target. You or your assistant can change this target
from the Manager Configuration window.
If you have both call filtering and DivAll enabled, the Manager Assistant first applies call filtering to an
incoming call. Call filtering directs the call to you or to your assistant (depending on filter settings.) Next, the
Manager Assistant applies DivAll to those calls that filtering has directed to you. The DivAll feature redirects
those calls to the DivAll target.
If you configure call forward all on your phone, all of your incoming calls are forwarded to the call-forward
number that you entered. Your calls are not filtered to your assistant, and they are not redirected to your divert
target.
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Use Call Filtering
Filter Lists Filter lists consist of Create filter lists from the Your assistant can set up filter
one or more phone Manager Configuration lists for you. By default, filter
numbers (partial or window. Choose the Inclusive lists are empty.
entire). When you or Exclusive Filter tab.
get a new call and
filtering is on, the
Manager Assistant
compares the caller
ID to the numbers in
your active list.
Depending on
whether the
numbers match and
which filter list is
active (Inclusive or
Exclusive), the
Manager Assistant
then routes the call
to you or to your
assistant.
Filter on/off status The filter on/off Toggle filtering on and off The default setting for the filter
setting toggles call from the Manager Status menu is On.
filtering on or off. on your phone LCD screen.
When the feature is Press the Services button and
choose Assistant Service and
on, all of your
incoming calls are then select Filter.
intercepted and
redirected according
to filter settings.
A circle icon in the Manager Status menu indicates if the call filtering feature is on or off:
On = Mesh-filled circle icon.
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Handle Calls in Cisco Desktop Collaboration Experience Phones
Softkey Description
Conference Enables you to add conference participants to a call.
Note If this feature is not available on your phone, contact your system administrator.
Procedure
Step 1 To place an intercom call, press the Intercom button that corresponds to your assistant.
Step 2 When you initiate the call, your assistants speakerphone answers automatically. You can begin talking using
your speakerphone, headset, or handset. To speak to you, the assistant must press the Intercom button on
their IP phone.
The following applies for all Cisco Unified IP phones except for the Cisco Unified IP Phones 7961G-GE,
7961G, 7960G, 7941G-GE, 7941G, and 7940G:
In the shared-line mode, the current active assistant is the target for your intercom call. If no assistants
are active when you log in, no target exists for your call.
In the proxy-line mode, various outcomes are possible after you initiate the call:
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Mute the Ringer on Your Phone
If a default assistant is configured and available, that assistant is the target for your call. If that
assistant is unavailable, the next available assistant becomes the target. If no assistants are active
when you log in, the default assistant remains the target.
If a default assistant is not configured, the current active assistant becomes the target. If that active
assistant goes offline while you are logged in, the next available assistant becomes the target. If
no other assistants are available, the assistant that went offline remains the target.
If a default assistant is not configured and no assistants are active at the time you log in, no target
exists for your call.
Note Only for the Cisco Unified IP Phones 7961G-GE, 7961G, 7960G, 7941G-GE, 7941G, and 7940G,
if your assistant is busy on another call, the intercom call rings on the assistants phone, and the
assistant must answer it manually to hear the intercom. (This is also the case when your assistant
places an intercom call to you at a time when you are on another call.) For other phones, the assistant
does not need to answer the call to hear the intercom, as described at the beginning of this step.
Step 3 To end the intercom call, hang up the phone (or push the Speaker or Headset button).
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CHAPTER 7
Configure Manager Features
Configure Manager Features, page 53
For ManagersAccessing the Manager Configuration, page 53
For AssistantsAccess Manager Configuration, page 54
Assign a Default Assistant to a Manager, page 54
Configure the Divert Target for a Manager, page 55
Create Filter Lists for a Manager, page 55
Update Manager and Assistant Configuration, page 57
Your system administrator configured your Manager Assistant to operate in the shared-line or proxy-line
mode. For more information, see Shared-Line and Proxy-Line Modes Overview, on page 4.
The initial default settings enable managers to use the Manager Assistant without configuring preferences
first.
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Configure Manager Features
For AssistantsAccess Manager Configuration
Note You can configure Manager Assistant on only one device. You can choose the device on the Manager
Configuration window.
Procedure
Step 1 On a computer running Microsoft Windows 2000 or later, open a Microsoft Internet Explorer (IE) browser.
The browser version must be 5.5 or later.
Step 2 Open the URL that your system administrator provided. The URL should look like this:
http://<ip-address>/ma/desktop/maLogin.jsp
A popup window asks whether you want to install the Manager Assistant software.
Step 3 Check the check box to indicate that you agree with this text: Always trust content from Cisco Systems Inc.
Then click Yes.
The Login window appears.
Step 4 Enter your username and password (as provided by your system administrator) and click Sign in.
The Manager Configuration window appears
Step 5 To log out, close the browser window.
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Configure the Divert Target for a Manager
Procedure
Step 1 From the Manager Configuration window, click the Default Assistant tab (if necessary) to display the
Default Assistant Selection window.
Step 2 Select the appropriate assistant from the assistant drop-down menu and save the change.
By initial default, the Divert target is the managers active assistant. Managers and assistants can use this
procedure to change the target.
Procedure
Step 1 From the Manager Configuration window, click the Divert tab to display the Divert Configuration window.
Step 2 (Proxy-line mode only) Select Directory Number or Assistant.
Step 3 If you selected Directory Number, enter a valid phone number. Enter the number exactly as you would dial
it from your office phone and save the change.
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Create Filter Lists for a Manager
If Inclusive filtering is on
As an example, if you add the phone number 54321 to a managers Inclusive filter list, every incoming
call placed to the managers office phone from 54321 is routed to the manager (not to the assistant).
If Exclusive filtering is on
If you add the number 54xxx to a managers Exclusive filter list, every incoming call from a phone line
with a 5-digit number that begins with 54 is routed to the assistant (and not to the manager).
Besides wildcards, filter lists can contain hyphens (), periods (.), and blank spaces.
Filter lists can be empty. By initial default, the filter is enabled and the Inclusive filter list is empty. This
means that all of a managers incoming calls are redirected to the assistant.
Managers can activate your filter lists from your phone. Open the Manager Assistant menu on your phone.
Press 1 to toggle the Filter feature on and off. Press 2 to toggle between Inclusive and Exclusive filter modes.
Managers and assistants can use the following procedure to create filter lists.
If you have both call filtering and Divert All (DivAll) enabled, the Manager Assistant first applies call filtering
to an incoming call. Call filtering directs the call to you or to your assistant (depending on filter settings).
Next, the Manager Assistant applies DivAll to those calls that filtering has directed to you. The DivAll feature
redirects those calls to the DivAll target.
For the call-filtering icons in the Manager Assistant status window, see Table 11: Message Status Icons on
the Cisco Unified IP Phones, on page 45 table.
Step 1 From the Manager Configuration window, click the Inclusive or the Exclusive tab to display the appropriate
configuration window.
Step 2 In the Filter field, enter a partial or complete phone number.
If you need help, click the More Info link to see example filters.
Step 3 You can add, replace, or delete filters:
a) To add a new filter, enter a filter in the Filter field and click add. The new filter appears in the Filter List.
b) To replace an existing filter with a new one, select the existing filter that you want to modify in the Filter
List. Change the filter in the Filter field and click replace. The modified filter appears in the Filter List.
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c) To delete a filter, select the filter in the Filter List and click delete. The deleted filter is removed from
the Filter List.
Step 4 Save your changes.
Procedure
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